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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,246 | $84,953-62.0% | $163,379-80.3% | $82,637-61.0% |
| Participation rate | 52.1% | 65.9%-13.9pp | 76.8%-24.7pp | 68.1%-16.0pp |
| Annual return | 89.91% | 23.07%+66.8pp | 63.41%+26.5pp | 53.51%+36.4pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,034 | $4,326-6.8% | $6,282-35.8% | $4,126-2.2% |
| Admin fee / account holder | $2,303 | $7,921-70.9% | $9,818-76.5% | $7,339-68.6% |